The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 2U INC | COM | 90214J101 | 44,880 | 1,870,792 | SH | DFND | 1,2,3 | 0 | 1,870,792 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 58,578 | 43,812 | SH | DFND | 1,2,3 | 0 | 43,812 | 0 | |
| ARAMARK | COM | 03852U106 | 140,334 | 3,233,512 | SH | DFND | 1,2,3 | 0 | 3,233,512 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 571 | 15,000 | SH | DFND | 1,2,3 | 0 | 15,000 | 0 | |
| CARGURUS INC | COM CL A | 141788109 | 121,725 | 3,460,063 | SH | DFND | 1,2,3 | 0 | 3,460,063 | 0 | |
| CARVANA CO | CL A | 146869102 | 37,915 | 411,895 | SH | DFND | 1,2,3 | 0 | 411,895 | 0 | |
| COHERUS BIOSCIENCES INC | COM | 19249H103 | 19,911 | 1,105,873 | SH | DFND | 1 | 0 | 1,105,873 | 0 | |
| CREDIT ACCEP CORP MICH | COM | 225310101 | 39,127 | 88,456 | SH | DFND | 1,2,3 | 0 | 88,456 | 0 | |
| ECHOSTAR CORP | CL A | 278768106 | 145,229 | 3,353,235 | SH | DFND | 1 | 0 | 3,353,235 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 10,219 | 170,200 | SH | DFND | 1 | 0 | 170,200 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 140,321 | 683,659 | SH | DFND | 1,2,3 | 0 | 683,659 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 74,183 | 2,001,152 | SH | DFND | 1,2,3 | 0 | 2,001,152 | 0 | |
| IQVIA HLDGS INC | COM | 46266C105 | 7,248 | 46,910 | SH | DFND | 1,2,3 | 0 | 46,910 | 0 | |
| JELD-WEN HLDG INC | COM | 47580P103 | 17,630 | 753,092 | SH | DFND | 1,2,3 | 0 | 753,092 | 0 | |
| JUMIA TECHNOLOGIES AG | PUT | 48138M105 | 673 | 100,000 | SH | Put | DFND | 1,2,3 | 0 | 100,000 | 0 |
| MASONITE INTL CORP NEW | COM | 575385109 | 10,453 | 144,759 | SH | DFND | 1 | 0 | 144,759 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 120,610 | 764,809 | SH | DFND | 1,2,3 | 0 | 764,809 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 162,484 | 1,385,795 | SH | DFND | 1,2,3 | 0 | 1,385,795 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 7,821 | 1,945,402 | SH | DFND | 1 | 0 | 1,945,402 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 85,979 | 371,803 | SH | DFND | 1,2,3 | 0 | 371,803 | 0 | |
| PELOTON INTERACTIVE INC | CALL | 70614W100 | 1,420 | 50,000 | SH | Call | DFND | 1,2,3 | 0 | 50,000 | 0 |
| PELOTON INTERACTIVE INC | PUT | 70614W100 | 9,940 | 350,000 | SH | Put | DFND | 1,2,3 | 0 | 350,000 | 0 |
| PINTEREST INC | PUT | 72352L106 | 1,864 | 100,000 | SH | Put | DFND | 1,2,3 | 0 | 100,000 | 0 |
| PROVENTION BIO INC | COM | 74374N102 | 522 | 35,000 | SH | DFND | 1,2,3 | 0 | 35,000 | 0 | |
| RPM INTL INC | COM | 749685103 | 73,980 | 963,778 | SH | DFND | 1,2,3 | 0 | 963,778 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 69,694 | 956,285 | SH | DFND | 1,2,3 | 0 | 956,285 | 0 | |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | 386 | 50,000 | SH | DFND | 1,2,3 | 0 | 50,000 | 0 | |
| WAITR HLDGS INC | COM | 930752100 | 254 | 788,446 | SH | DFND | 1 | 0 | 788,446 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 10,491 | 116,088 | SH | DFND | 1,2,3 | 0 | 116,088 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 26,312 | 160,000 | SH | DFND | 1,2,3 | 0 | 160,000 | 0 | |
| XP INC | CL A | G98239109 | 1,585 | 41,137 | SH | DFND | 1,2,3 | 0 | 41,137 | 0 | |